Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.052 | 0 | — |
| 1 month | 0.022 | 0 | — |
| 3 months | 0.021 | 0 | — |
| 1 year | -0.009 | 0 | — |
| 3 years | 0.146 | 0 | — |
| 5 years | 0.212 | 0 | — |
| 10 years | 0.125 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.269 | — |
| 2023 | 0.257 | — |
| 2022 | 0.004 | — |
| 2021 | 0.296 | — |
| 2020 | 0.137 | — |
| 2019 | 0.005 | — |
| 2018 | -0.093 | — |
| 2017 | 0.436 | — |
| 2016 | 0.069 | — |
| 2015 | 0.058 | — |
| 2014 | 0.428 | — |
| 2013 | 0.048 | — |
| 2012 | 0.476 | — |
| 2011 | -0.320 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.073 | — | — | — |
| 2024 | 0.135 | 0.177 | 0.076 | -0.118 |
| 2023 | -0.104 | 0.155 | 0.028 | 0.182 |
| 2022 | -0.024 | -0.111 | 0.164 | -0.006 |
| 2021 | 0.050 | 0.124 | 0.101 | -0.003 |
| 2020 | -0.249 | 0.213 | 0.042 | 0.199 |
| 2019 | 0.005 | -0.035 | 0.010 | 0.027 |
| 2018 | -0.075 | -0.018 | -0.033 | 0.033 |
| 2017 | 0.177 | 0.045 | 0.047 | 0.115 |
| 2016 | -0.059 | 0.087 | 0.119 | -0.067 |
| 2015 | 0.035 | 0.016 | -0.009 | 0.015 |
| 2014 | 0.038 | 0.219 | 0.032 | 0.093 |
| 2013 | -0.091 | 0.035 | -0.030 | 0.149 |
| 2012 | 0.252 | -0.034 | 0.095 | 0.114 |
| 2011 | -0.081 | -0.005 | -0.122 | -0.154 |
| 2010 | -0.031 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.009 |
| 3 years | 0.146 |
| 5 years | 0.212 |
| 10 years | 0.125 |